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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Jean M. Gauthier who wrote (20106)	4/8/1999 9:56:00 PM
From: Teflon	Respond to of 74651

Well Jean, I love YHOO. I have actually traded in and out of it before. Currently I do not own any. My first problem is that I cannot own everything that I like. Simply don't want to divest out of any of my core holdings to play in the short term stuff, so I have limited funds available. And with respect to YHOO and AMZN, though I think there business plan is awesome, and their management even better, their valuations concern me near term and there is little chance for a buyout premium; if anything, they will be doing the buying. I own AOL but will not buy any more per my reasoning above. And as for CMGI, since I own a boat load of LCOS, I in effect own CMGI since I am very confident CMGI will buy them eventually. LCOS is actually a great play here, FYI. So I do agree that you highlighted some great companies with great management; however, my focus is a little different. Try to focus on companies that will be the acquired not the company doing the acquiring, and may not have had there spotlight moment on CNBC just yet. SFE is just that type of company. I just think there is more upside at this time following this strategy, and YHOOs price reaction to its earnings release convinces me even more. Teflon